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Money Guide with Sterk Financial

Money Guide with Sterk Financial

Hosted by Sterk Financial Services

Episodes

418

Latest episode

Jun 2026

Language

EN

About the show

Money Guide with Sterk Financial is a podcast about real life financial issues and how they might impact YOU! It’s about the big stuff that matters – investments, taxes, retirement strategies – but get this…it’s not boring! Featuring The Advisors of Sterk Financial Services, including Mary Sterk, Forbes Award-winning Founding Partner & CEO. *** Same Trusted Guidance. More Voices. As Sterk Financial continues to grow, our podcast is evolving too. What began as Money Guide with Mary Sterk now becomes Money Guide with Sterk Financial —reflecting the talented team of advisors who help guide our clients every day. You'll hear more perspectives, more expertise, and more conversations from the five women leading the future of our firm. Be sure to subscribe to the new channel so you don’t miss a single minute! Sterk Financial Services (www.sterkfinancialservices.com) is headquartered in Dakota Dunes, SD with a second location in Kansas City. We are a 100% woman-owned firm, led by our Founding Partner, Author & Forbes Award-Winner, Mary Sterk. With a team fiduciary approach, our advisors provide custom designed planning paired with a disciplined investment methodology. We design holistic, cohesive, personalized strategies to help increase investments, reduce taxes and risk, optimize portfolio allocation, and create income streams designed to last a lifetime. Our ultimate goal is to align your overall financial picture to support the life you want to lead. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Insurance offered through Sterk Financial Services which is not affiliated with Osaic Wealth. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please visit our website for additional disclosure: https://www.sterkfinancialservices.com/

Listen to episodes

60 recent
June 9, 202625 min

Got Scammed?!? 10 Steps To Recovery After A Scam

How do you take the steps to recover from a #scam or #fraud? In this episode, we're talking about the logistical steps to take to try to recover some money, along with the emotional steps you can take, as #romancescams are now the ones that are driving the most amount of dollars taken fraudulently.Feat Mary Sterk & Jordan IrelandSubscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

May 22, 202630 min

Death & Taxes

There are only two sure things in life: Death and Taxes. In this episode, we talk about taxes at death, as there's lots to plan and lots to know on these topics, including estate taxes and inheritance taxes.Feat Kelsey Bankey & Julie ChadwickSubscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

April 14, 202625 min

How To Invest Serious Money

How should you invest a large amount of money?  In this episode of Money Guide with Mary Sterk, we share investing strategies for serious money.Feat Mary Sterk & Kelsey BankeySubscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

April 14, 202624 min

Retire Smart

Have you ever worried about your money not lasting during #retirement?  In this episode of "Money Guide with Mary Sterk," we share strategies to make your money last and retire smart!Feat Mary Sterk & Julie ChadwickSubscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

April 14, 202623 min

Making the Next 15 the Best 15

"All progress starts by telling the truth." - Dan Sullivan. In this episode of "#MoneyGuidewithMarySterk, we discuss assessing where you are right now and what you can do to improve your situation.Feat Mary Sterk & Kelsey Bankey#dansullivan #financegoals #emergencyfund #fiscalresponsibility #retirement #risktolerance #conservative #lottery #ruleofthirds #savings #401k #getawayfund #fiduciary Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

March 16, 202626 min

The Big Beautiful Bill: Qualified Opportunity Zones

QOZs were originally signed into law in 2017 as a part of the Tax Cut & Jobs Act and the #onebigbeautifulbill made some changes that we're walking through with you today.Feat Julie Chadwick & Kelsey BankeySubscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

March 9, 202616 min

The Big Beautiful Bill: 529s and Trump Accounts

We're updating you today on some of the changes that have been coming down the pipeline from the #onebigbeautifulbill including taxes, K-12 qualified education expenses and more!Feat Jordan Ireland & Julie ChadwickSubscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

February 18, 202623 min

The Big Beautiful Bill: Charitable Contributions

As a part of our podcast series on the #onebigbeautifulbill, this episode focuses on the changes to Charitable Giving  #obbba #charitablegiving #charity Feat Julie Chadwick & Kelsey BankeySubscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

February 3, 202623 min

The Big Beautiful Bill: How The New Estate Planning Laws Affect YOU!

In this episode of our Big Beautiful Bill podcasts, we discuss how the new estate laws inside the #onebigbeautifulbill apply to our listeners. Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

January 21, 202621 min

The Big Beautiful Bill: Social Security

There are a lot of things that changed with the #onebigbeautifulbill act, and there's a lot of complexity to it. In this episode of #MoneyGuidewithMarySterk, we're going to bring some clarity to to it, take it piece by piece, and talk about the senior deduction.Feat Kelsey Bankey & Jordan IrelandSubscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

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